See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,467 | $107,334-50.2% | $92,893-42.4% | $152,861-65.0% |
| Participation rate | 52.4% | 79.8%-27.4pp | 76.0%-23.6pp | 82.4%-30.1pp |
| Annual return | 26.25% | 145.58%-119.3pp | 109.41%-83.2pp | 345.32%-319.1pp |
| Employer contribution / active EE | $720 | $4,221-82.9% | $3,653-80.3% | $4,762-84.9% |
| Participant deferral / active EE | $1,634 | $4,845-66.3% | $4,236-61.4% | $5,850-72.1% |
| Admin fee / account holder | $118 | $7,079-98.3% | $5,794-98.0% | $11,596-99.0% |